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CASTFIRM ADVISORS LLC

GARDEN CITY, NY · CRD 327519 · IAPD ↗ · (516) 888-9986

$30.0MRegulatory AUM
3Advisory reps
3Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — CASTFIRM ADVISORS LLC (GARDEN CITY, NY) is newly SEC-registered with $30.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.